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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

119 hedge funds and large institutions have $240M invested in Invesco CEF Income Composite ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 12 closing their positions.

Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
47
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$12.2M
2
Wells Fargo
2
Wells Fargo
California
$17.3M
3
Bank of America
3
Bank of America
North Carolina
$15.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.73M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.03M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.6M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.39M
3
LPL Financial
3
LPL Financial
California
$15.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$36.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
26
Csenge Advisory Group
Florida
$1.42M 81,226 +1,710 +2%
GWM
27
Geneos Wealth Management
Colorado
$1.41M 80,777 +6,449 +9%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.31M 74,897 +4,594 +7%
AWS
29
Atria Wealth Solutions
New York
$1.13M 64,532 +17,242 +36%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.03M 58,730 +48,200 +458%
JFGIW
31
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$979K 56,034 -5,850 -9%
OA
32
Oxbow Advisors
Texas
$974K 55,845 +162 +0.3%
CFGS
33
Concourse Financial Group Securities
Alabama
$904K 51,808 -1,670 -3%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$887K 50,845 +444 +0.9%
GIA
35
Gladstone Institutional Advisory
Florida
$853K 48,907 +4,032 +9%
FFWM
36
Future Financial Wealth Management
Ohio
$848K 44,814 +1,413 +3%
MSA
37
Marino Stram & Associates
Massachusetts
$757K 43,380 – –
NA
38
NewEdge Advisors
Louisiana
$749K 42,943 +1,807 +4%
PPW
39
Pasadena Private Wealth
California
$710K 40,712 +352 +0.9%
CAN
40
Cetera Advisor Networks
California
$686K 39,310 +9,203 +31%
RIA
41
Regal Investment Advisors
Michigan
$680K 38,965 +1,060 +3%
OPS
42
Orion Portfolio Solutions
Nebraska
$611K 35,008 +847 +2%
PAG
43
Private Advisor Group
New Jersey
$608K 34,860 +3,329 +11%
RJA
44
Raymond James & Associates
Florida
$539K 30,868 +4,168 +16%
BAM
45
BTS Asset Management
Massachusetts
$527K 23,976 -2,302 -9%
SFS
46
Sowell Financial Services
Arkansas
$506K 28,992 +28,992 New
HWA
47
Heartwood Wealth Advisors
Virginia
$497K 28,500 – –
SI
48
Stephens Inc
Arkansas
$492K 28,191 -3,497 -11%
HighTower Advisors
49
HighTower Advisors
Illinois
$479K 27,497 +16,324 +146%
Citadel Advisors
50
Citadel Advisors
Florida
$445K 25,520 +10,906 +75%
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